Financial Counselors Inc’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.19M | Buy |
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|
2024
Q4 | $5.23M | Sell |
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|
2024
Q3 | $4.88M | Sell |
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|
2024
Q2 | $3.91M | Buy |
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|
2024
Q1 | $3.17M | Sell |
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|
2023
Q4 | $3.07M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $2.32M | Buy |
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|
2022
Q4 | $3.27M | Sell |
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|
2022
Q3 | $3.31M | Sell |
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|
2022
Q2 | $3.41M | Sell |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q4 | $4.23M | Sell |
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|
2021
Q3 | $3.88M | Sell |
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|
2021
Q2 | $3.76M | Sell |
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|
2021
Q1 | $3.88M | Sell |
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|
2020
Q4 | $3.41M | Sell |
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|
2020
Q3 | $2.44M | Hold |
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|
2020
Q2 | $2.57M | Buy |
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|
2020
Q1 | $2.29M | Buy |
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|
2019
Q4 | $3.34M | Hold |
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|
2019
Q3 | $3.15M | Sell |
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|
2019
Q2 | $3.3M | Buy |
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|
2019
Q1 | $3.17M | Hold |
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|
2018
Q4 | $3.02M | Sell |
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|
2018
Q3 | $3.59M | Sell |
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|
2018
Q2 | $3.9M | Sell |
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|
2018
Q1 | $6.54M | Sell |
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|
2017
Q4 | $6.8M | Buy |
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|
2017
Q3 | $6.93M | Sell |
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|
2017
Q2 | $7M | Buy |
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|
2017
Q1 | $6.78M | Sell |
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|
2016
Q4 | $6.99M | Buy |
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|
2016
Q2 | $5.01M | Hold |
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|
2016
Q1 | $4.86M | Sell |
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|
2015
Q4 | $4.54M | Buy |
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|
2015
Q3 | $4.93M | Hold |
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|
2015
Q2 | $5.53M | Sell |
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|
2015
Q1 | $5.14M | Sell |
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|
2014
Q4 | $6.27M | Sell |
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|
2014
Q3 | $6.17M | Hold |
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|
2014
Q2 | $7.17M | Sell |
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|
2014
Q1 | $7.4M | Sell |
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|
2013
Q4 | $7.55M | Hold |
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|
2013
Q3 | $6.38M | Sell |
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|
2013
Q2 | $6.83M | Buy |
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